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Saba Capital Income & Opportunities Fund

102 hedge funds and large institutions have $142M invested in Saba Capital Income & Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 17

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

42% more capital invested

Capital invested by funds: $99.6M → $142M (+$42.1M)

10% more funds holding

Funds holding: 93102 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

82.82% less ownership

Funds ownership: 130.35%47.52% (-83%)

Holders
102
Holders Change
+9
Holders Change %
+9.68%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
41
Reduced
17
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$21.1M +$21.8M +3,008,267 New
RCM
2
Rivernorth Capital Management
Florida
$14.1M +$11.8M +1,635,307 +429%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$12.9M +$4.77M +659,707 +56%
PCM
4
Penserra Capital Management
California
$9.04M +$863K +119,304 +10%
SMA
5
Seven Mile Advisory
New Jersey
$5.72M +$1.49M +206,453 +34%
BBPWM
6
Blue Bell Private Wealth Management
Pennsylvania
$5.33M +$5.17M +713,834 +1,521%
CL
7
CSS LLC
Illinois
$5.18M +$4.52M +624,274 +543%
AIA
8
Absolute Investment Advisers
Florida
$5.14M +$5.06M +698,647 +2,087%
Invesco
9
Invesco
Georgia
$5.03M +$1.28M +176,692 +33%
Morgan Stanley
10
Morgan Stanley
New York
$4.8M -$339K -46,894 -6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.43M -$568K -78,459 -11%
UBS Group
12
UBS Group
Switzerland
$2.97M +$2.67M +368,810 +672%
LPL Financial
13
LPL Financial
California
$2.93M +$20.8K +2,874 +0.7%
FPC
14
Flax Pond Capital
Massachusetts
$2.77M +$2.86M +395,786 New
AAM
15
Advisors Asset Management
Colorado
$2.11M +$15.5K +2,136 +0.7%
QL
16
Quarry LP
New York
$2.03M +$1.3M +179,941 +165%
EFG
17
Ethos Financial Group
Pennsylvania
$1.87M -$121K -16,752 -6%
ACM
18
Adalta Capital Management
New York
$1.58M +$349K +48,287 +27%
NA
19
NewEdge Advisors
Louisiana
$1.52M -$674K -93,160 -30%
SC
20
Scotia Capital
Ontario, Canada
$1.51M +$704K +97,216 +82%
JWCA
21
J.W. Cole Advisors
Florida
$1.51M -$15.3K -2,116 -1%
MGWM
22
Marks Group Wealth Management
Minnesota
$1.3M
Baird Financial Group
23
Baird Financial Group
Wisconsin
$1.3M +$260K +35,895 +24%
SFS
24
Shaker Financial Services
Virginia
$1.27M +$876K +121,036 +200%
MWM
25
Modern Wealth Management
Kansas
$1.27M +$138K +19,031 +12%